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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,671 | $29,319-87.5% | $52,425-93.0% | $82,448-95.5% |
| Participation rate | 40.0% | 46.9%-6.9pp | 55.6%-15.6pp | 68.1%-28.1pp |
| Annual return | 18.92% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $148 | $586-74.8% | $914-83.8% | $2,551-94.2% |
| Participant deferral / active EE | $375 | $1,171-68.0% | $1,790-79.0% | $4,139-90.9% |
| Admin fee / account holder | $730 | $1,962-62.8% | $2,495-70.8% | $7,234-89.9% |